Groups

All About Groups

Topics covered:

• Where can you find Groups?
• Things you can do Under this settings:
• Steps to create a New Group
• Steps to edit Group name or logo
• Steps to delete a Team
• Steps to add new members
• Steps to edit the details of a member
• What are the operations that you can perform for a member?
• Frequently asked questions
  
    
   

Where can you find Groups?

• Go to Settings page > Groups and memebers.
   

Things you can do under this settings

 Under this setting, you can do the following things to manage your teams:

1. You can see all the teams in your company.

2. Whenever a company is created, a team is by default created for you named “Admin”.

• This team can only have Admins and Super Admins.
   
• You cannot create another team named “Admin” as it already exists.
   
• The user who does the onboarding for the first time is set as “Super Admin”. There can be only one Super admin for a company.
   
• Super Admin cannot be deleted from the tool.
   
• You can create/delete as many admins as you want.
   

Steps to create a New Group

These are the steps to create new group

• Step 1: Click on the "+ New group" button to set up a new team.

• Step 2: In the form, set the Group Name (required) and upload a logo. 

  * Remember that you cannot have two teams with the same name.

• Step 3: Click on the "Create New Group" button to create a new team.

Steps to edit Group name or logo

These are the steps to edit Group name and logo:

• Step 1: In the "Company Groups" section, click on the three dots next to the group you want to edit.

• Step 2: Click on the "Group Settings" button to edit the name or logo.

• Step 3: Make any desired changes to the fields.

• Step 4: Click "Save Changes" to save the new data.

Steps to delete a Team 

Only Admin/Super can delete a team:

• Step 1: In the "Company Groups" section, click on the three dots next to the group you want to delete.

• Step 2: Click on the "Delete Group" button to delete the group permanently.
   

Steps to add new members

The steps to add new members are as follows:

• Step 1: Click on the "Add Members" button to add a new group member.

• Step 2: Fill out the form, which includes fields for First Name, Last Name, Role Assigned, Email ID, and Timezone.

• Step 3: Click on the "Add New Member" button to create a new member.

(Note: Once a new member is created, they will receive an invitation to join the cadence tool via the provided email.)

Steps to edit the details of a member

The steps to edit the details of a member are as follows:

• Step 1: Click on the "Edit" action button.

• Step 2: You can edit the fields for Role Assigned, Email ID, Ringover ID, and Ringover API Key.

• Step 3: Click on the "Save Changes" button to save the updated information.

(Note: If a user has not accepted the invitation then you will see a grayish text and a faded background for that user. For example, here Test Account 2 has not accepted the invitation)

What are the operations that you can perform for a member?

For every member you can perform 4 operations which can be accessed by clicking on the 3 dots button

1. Remove Member: You can remove a member, but you need to choose what happens to the leads which belong to his account.

2. Send Request: This will send an invitation to join the cadence tool to the member.

3. Get Access: 

A. This feature allows you to log in as the selected member.

B. Only Admin and Super admin can use this feature.

4. Send Reset Link: This sends a password reset mail.

Frequently asked question

• Q. I have a user who cannot remember his password. As an admin how can I resolve this situation?

Ans: You can find the team to which the user belongs, and inside that team, find the user. Now click o the 3 dots button for that member and click on “SAEND Reset Link”. This will send a password reset link to the user.

• Q. Can A Sales Manager get access to anyone’s account?

Ans. Only Admin and Super Admin can get access to anyone’s account.